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Electric Vehicles

Electric vehicles replace the engine and fuel tank with a motor and a battery pack, which rewrites both the supply chain and the cost structure of a car. Battery cost and charging convenience set the pace of adoption.

124 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
51
Wells Fargo
Wells Fargo
California
$1.81B -$283M 69 0.56% Reduced
52
Renaissance Technologies
Renaissance Technologies
New York
$1.8B -$63.7M 39 2.13% Reduced
53
HSBC Holdings
HSBC Holdings
United Kingdom
$1.79B -$70.9M 32 2.5% Reduced
54
Coatue Management
Coatue Management
New York
$1.75B -$328M 8 21.17% Reduced
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.72B -$55.1M 18 1.61% Reduced
56
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.68B -$344M 1 0.56% Reduced
57
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.65B -$216M 66 0.41% Reduced
58
Newport Trust Company
Newport Trust Company
District of Columbia
$1.65B +$15.6M 1 5.34% Increased
59
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.6B -$71.9M 72 0.47% Reduced
60
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.55B -$75.5M 46 2.03% Reduced
61
Citigroup
Citigroup
New York
$1.54B -$125M 65 1.14% Reduced
62
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.48B -$307M 48 1.73% Reduced
63
Millennium Management
Millennium Management
New York
$1.47B +$330M 59 0.91% Increased
64
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.45B +$25.2M 41 2.29% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.42B +$81.2M 37 2.07% Increased
66
Harris Associates
Harris Associates
Illinois
$1.39B +$97M 1 2.2% Increased
67
Fisher Asset Management
Fisher Asset Management
Washington
$1.38B +$58.8M 11 0.97% Increased
68
Putnam Investments
Putnam Investments
Massachusetts
$1.36B -$70.5M 11 2.43% Reduced
69
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.3B +$36.1M 34 3.32% Increased
70
Prudential Financial
Prudential Financial
New Jersey
$1.27B +$9.01M 29 2.02% Increased
71
Jane Street
Jane Street
New York
$1.27B +$642M 64 0.54% Increased
72
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.23B +$14.8M 10 2.28% Increased
73
ARK Investment Management
ARK Investment Management
Florida
$1.2B -$120M 9 7.1% Reduced
74
First Trust Advisors
First Trust Advisors
Illinois
$1.19B -$21.1M 35 1.47% Reduced
75
TD Asset Management
TD Asset Management
Ontario, Canada
$1.19B +$114M 13 1.37% Increased